Sage View Advisory Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Sage View Advisory Group, LLC
- $2.9 Trillion
- Q3 2025
A detailed history of Sage View Advisory Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 190,755 shares of SCHZ stock, worth $4.46 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
190,755
Previous 43,109
342.49%
Holding current value
$4.46 Million
Previous $993 Million
350.95%
% of portfolio
0.15%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio